DFIVX Mutual Fund

NAV$32.22

Returns Overview

1 Month
+3.40%
3 Months
+3.94%
6 Months
+4.95%
YTD
+11.33%
1 Year
+30.34%
3 Years (annualized)
+22.29%
5 Years (annualized)
+14.71%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DFIVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World ex USA Value Index (net dividends)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+9.49%
vs Peers
+1.84%

DFIVX Mutual Fund Performance

DFIVX performance across multiple time periods: 1-month 3.40%, YTD 11.33%, 1-year 30.34%, 3-year 22.29%, 5-year 14.71%, 10-year 11.99%.

DFIVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

DFIVX performance comparison shows side-by-side returns with another fund. DFIVX alternatives are available in the Mutual Fund Screener.